Alta Asset Management, LLC
● SEC registered since 2026CRD 339811SEC# 801-135204New York, NY
Reg. AUM
—
Employees
50
Accounts
—
Location
New York, NY
Alta Asset Management, LLC assets under management
Alta Asset Management, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2026. It employs 50 people.
Alta Asset Management, LLC owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alac Finance Holdco, LLC Control | Managing Member | Over 75% | 2025 |
| Blair H. Wallace Control | President & Ceo | Under 5% | 2025 |
| Brett Evan Lipsky Control | Chief Financial Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Alta Asset Management, LLC have?
Alta Asset Management, LLC reports 50 employees.
Where is Alta Asset Management, LLC located?
Alta Asset Management, LLC is based in New York, NY and has been SEC-registered since 2026.
Does Alta Asset Management, LLC disclose fund performance?
Alta Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 437 Madison Avenue; 26th Floor, New York, NY 10022 |
| Phone | 917-831-1000 |
| Office hours | 8:30a.m.- 5:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 12%
More than 88% of 16,825 advisers